Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athanasios? Claim Your ProfileAthanasios Tomaras is a financial advisor with R. F. Lafferty & CO., Inc.. Athanasios Tomaras is a registered representative in Florida and has been in the industry since 1996. Previously, Athanasios Tomaras was a registered representative at Fulcrum Securities, LLC., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Athanasios Tomaras has experience in the financial services industry and is dedicated to providing clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
03/01/2016 - Present
R. F. Lafferty & CO., Inc. (NEW YORK NY)
FL
03/09/2012 - 03/21/2016
FULCRUM SECURITIES, LLC (OLDSMAR FL)
FL
06/01/2009 - 03/27/2012
MORGAN STANLEY SMITH BARNEY (CLEARWATER FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CLEARWATER FL)
FL
07/02/2004 - 04/02/2007
MORGAN STANLEY DW INC. (CLEARWATER FL)
MI
04/01/1996 - 07/13/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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